Sonu Varghese

Vice President, Global Macro Strategist

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Blog • Investments

Five Takeaways From the Fed Meeting

Posted on September 21, 2023
The Federal Reserve (Fed) chose to pause on interest rate hikes at their September meeting, leaving the federal funds rates unchanged at 5.25-5.50%. This was not unexpected, but the …

Blog • Investments

Who Holds US Government Debt, and How Much Does It Matter?

Posted on September 7, 2023
We get a lot of questions about US debt, and a lot of concerns revolve around the fact that foreigners hold a lot of it. The question typically is: …

Blog • Investments

3 Reasons Why This Is a Unique Labor Market

Posted on September 6, 2023
The economy has stayed surprisingly resilient in the face of the most aggressive Federal Reserve (Fed) in 40+ years. A large part of that has to do with a …
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